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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,215 | $117,895-81.2% | $102,460-78.3% | $145,897-84.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 2.99% | 31.92%-28.9pp | 29.47%-26.5pp | 552.29%-549.3pp |
| Employer contribution / active EE | $1,426 | $3,619-60.6% | $3,025-52.9% | $4,663-69.4% |
| Participant deferral / active EE | $1,463 | $5,736-74.5% | $5,056-71.1% | $6,689-78.1% |
| Admin fee / account holder | $17 | $13,353-99.9% | $9,460-99.8% | $13,390-99.9% |